Plan5500

Waterous Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Waterous Company (EIN 41-0600750) is a plan sponsor located in Birmingham, AL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
41-0600750
Location
Birmingham, AL
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Waterous Company

  • 2 loaded plans hold $36.5M in reported assets.
  • The largest, Waterous Company Pension Plan, holds 100% of this company's reported plan assets.
  • Plans cover 723 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$36.5MSummed across loaded plans$36,459,879
Total reported assets$36.5M$36,472,000
Total reported participants723
Total reported liabilities$12.1K$12,121

Reported net position

Reported assets = net assets + liabilities (summed)$36.5M total assets
Net assets$36.5MLiabilities$12.1K
Contributions & income
Employer contributions$1.4M
Participant contributionsNot reported
Total income / additions$4.3M
Expenses & distributions
Benefits paid / distributions$2.9M
Total expenses$3.2M
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Waterous Company Pension Plan
Participants per plan362Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Waterous Company Pension Plan$36.5M
    Plan #002 · 291 participants · 2023
  2. 2
    Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 432 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Waterous Company. Open one for its full reported snapshot.

  1. 2023
    Welfare Benefit Plan432 participants · 2No schedules
    View filing →
  2. 2023
    Waterous Company Pension Plan291 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Waterous Company report on Form 5500?
Waterous Company (EIN 41-0600750) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Waterous Company?
The Employer Identification Number (EIN) reported for Waterous Company is 41-0600750.
What is the latest Form 5500 filing year for Waterous Company?
The latest loaded Form 5500 filing year for Waterous Company is 2023.

Related Form 5500 pages